IRESS ViewPoint

1. IRESS ViewPoint has no right click functionality – instead common actions can be accessed by clicking on the in-line action button pictured as three dots in a white speech bubble to the left of a security code. This will allow you to buy or sell, access the quote, a chart or security profile information. 
2. There is no navigation menu on IRESS ViewPoint – instead content is displayed through data widgets on configurable worksheets.  Settings can be managed via the drop down menu in the top right hand corner of the screen. 

Right click is not available in IRESS ViewPoint, however common actions can be accessed by clicking on the in-line action button pictured as three dots in a white speech bubble to the left of a security code. This will allow you to buy or sell, access the quote, a chart or security profile information. 

Yes, your portfolio will be available to trade both within IRESS ViewPoint and Trader. Data will be automatically synced between both platforms.

Yes, your watchlists will be available both within IRESS ViewPoint and Trader. Data will be automatically synced between both platforms.

One of the major benefits of ViewPoint is there is no requirement for Java which Trader required. This means ViewPoint is compatible with the following browser technologies:

• Chrome (latest version)
  
• Mozilla FireFox (latest version)
  
• Safari (latest version)
  
• Microsoft Edge (latest version)
  
• Internet Explorer (11.0.14; 11.0.9600.17420)

For the best experience we recommend updating your browsers to the latest versions available. To help with this, we encourage you to have your browsers on an auto update schedule. Browsers such as Chrome and Mozilla FireFox will update in the background when you close and reopen your computer's browser.

Along with improvements that come with browser updates for security reasons, it’s always a good idea to install updates when they are made available.

Links to download the latest browser versions can be found below:

• Chrome - https://www.google.com/chrome/browser/desktop/index.html#
• Mozilla FireFox - https://www.mozilla.org/en-US/firefox/new/
• Safari - https://www.apple.com/au/safari/
• Microsoft Edge - https://www.microsoft.com/en-us/windows/microsoft-edge
• Internet Explorer - http://windows.microsoft.com/en-us/internet-explorer/download-ie

If some widgets aren’t appearing correctly you’ll need to adjust your screen or image resolution. If you have too many widgets or not enough space for them, the widget abbreviation will simply appear.

Another option to show more data in less space is to layer widgets over the top of each other, then browse between the tabs. You can add a widget over an existing one by clicking on the menu item in the top right hand corner and selecting add widget. The new one will appear as an additional tab.

You can also detach a widget to display them outside of the workspace area by clicking on the menu item in the top right hand corner and selecting detach. Then drag the window to wherever you would like it to be placed.

Yes, ViewPoint has a DDE Ad-in but it is important to note that it is only compatible for 32 bit versions of Microsoft Excel 2016 and beyond.